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How a job runs through EstiMates.
The whole flow on one page, then a step-by-step guide for each part. Each guide shows who does what: you, your subs, and your client or owner.
The whole job, start to finish
- 1You
Upload the plan set
Sheets get names and scales, and the whole set is searchable.
- 2You
Import your takeoff
From PlanSwift, STACK, Bluebeam, OST, Sage or Excel.
- 3Sub
Subs bid from a link
You level the bids in one grid and award.
- 4Reviewer
Review by link
Comments and markup on the drawings.
- 5Client / owner
Client signs the proposal
Change orders go through the same way.
- 6Sub
Punch list
Subs fix items from their link; you verify.
- 7Client / owner
Closeout and handover
Certificate signed, everything on one link.
Guides for contractors
- Every planGetting startedSign in, set up your company profile and create your first project.Read the guide
- Free (1 active set) · unlimited on ProPlan sets, search and Plan ChatUpload a PDF set, review sheet names and scales, search it, ask questions and count symbols.Read the guide
- TeamSub bids with BidMatesImport your takeoff, send bid packages, track who responded, level the bids and export the award.Read the guide
- View links on Free · comments and markup on Pro · embeds on TeamSharing, comments and markupShare a set or a sheet by link, comment and mark up the drawings, and see who looked.Read the guide
- TeamProposals, e-sign and change ordersBuild a proposal from your estimate, send it, get it signed, and handle change orders the same way.Read the guide
- TeamPunch lists and closeoutWalk the job on your phone, send each sub their items, verify the fixes, then close out with a signed certificate and a handover link.Read the guide
Got a link from a contractor?
- Always free · no accountFor subs: your BidMates linkYou got a link from a general contractor. Here's how to bid, and later how to handle punch items and closeout documents.Read the guide
- Always free · no accountFor clients and ownersYou got a link to review drawings, sign a proposal, sign off completion or collect your handover documents.Read the guide
Still stuck?
Email codemates@gmail.com and tell us what you were trying to do. A screenshot helps.